Nasdaq Plunges on Fed's Word... The Real Bottom Will Be Decided From Now On / Samsung Electronics PER 3x, Historically the Cheapest Section | CEO Lee Gwon-hee

Watch on YouTube ↗  |  July 30, 2026 at 02:30  |  25:27  |  815 Money Talk (815머니톡)
Speakers
Lee Kwon-hee — CEO, Economist

Summary

CEO Lee Kwon-hee discusses the Nasdaq plunge following the Fed's hawkish hold and why AI capex fears are overblown. He highlights extreme undervaluation in Samsung Electronics (PER 3.6x) and SK hynix, sustained buying by institutions, and a likely technical rebound. Separate bullish theses are presented for Haesung DS (lead frames) and HD Hyundai Heavy Industries (strong orders vs. falling stock).

  • The Fed's rate hold was perceived as hawkish, but the sell-off in bonds and stocks was amplified by Trump's Iran strike rhetoric.
  • Microsoft's measured capex raise was taken positively, while Meta's weak free cash flow punished its stock; overall AI data center investment cycle remains intact.
  • Goldman Sachs and other players are ready to finance data center assets, and bank deregulation could further support liquidity.
  • Foreigners and institutions are buying Korean semiconductors on dips: institutions bought over 1 trillion won of Samsung and SK hynix.
  • SK hynix is backed by long-term supply contracts and a 360,000-won target price; Haesung DS is thriving on lead frame demand with 50%+ upside.
  • HD Hyundai Heavy Industries has filled docks through 2028 with LNG and VLGC orders and is cooperating on SMR, yet the stock is falling.
  • Samsung Electronics trades at the cheapest historical P/E range (3.6x trailing, 3.2x forward), with pension funds aggressively buying the forced selling.
  • The speaker expects a sharp 10–20% technical rebound for both Samsung and the broader semiconductor sector once margin-selling pressure abates.
Ideas
Lee Kwon-hee CEO, Economist 8:25
Long-term contracts secure earnings, ADR resilient.
SK hynix is viewed favorably because long-term supply contracts secure mid-to-long-term earnings visibility, the ADR price action shows relative resilience versus Micron, and a target price of 360,000 won implies significant upside; the company is well-positioned in HBM for AI data centers and continues to attract institutional buying amid the sector sell-off.
000660.KS HIGH
Lee Kwon-hee CEO, Economist 8:53
Lead frame profitability drives 50%+ upside.
Haesung DS is a key supplier of lead frames essential for semiconductor packaging; its lead frame profitability continues to improve despite weak PCB substrate conditions, Q2 earnings beat consensus, and even after a target price reduction the stock still offers over 50% upside potential from current levels.
195870.KS MED
Lee Kwon-hee CEO, Economist 10:01
Strong orders, full docks, stock ignores fundamentals.
HD Hyundai Heavy Industries has already achieved 96% of its annual order target, reported record operating profit, and filled its docks through 2028 with high-value LNG carriers and VLGCs; the company is also strengthening high-value vessel selection and cooperating with TerraPower on SMR, yet the share price has fallen irrationally, creating a mispriced value opportunity.
009540.KS MED
Lee Kwon-hee CEO, Economist 14:00
Historically cheap PER, institutions buying heavily.
Samsung Electronics is trading at historically extreme low multiples (trailing P/E 3.6x, forward P/E 3.2x and possibly below 3x), with the National Pension Service and other institutions aggressively buying shares amid forced selling from margin calls; the deep valuation combined with potential shareholder return announcements creates a high-probability setup for a 10–20% rebound.
005930.KS HIGH
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This 815 Money Talk (815머니톡) video, published July 30, 2026, features Lee Kwon-hee discussing 000660.KS, 195870.KS, 009540.KS, 005930.KS. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Lee Kwon-hee  · Tickers: 000660.KS, 195870.KS, 009540.KS, 005930.KS